Who Owns Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$1.9670001000000362e+41T
% of Float Held
—
QoQ Change in Holders
+8 / -2
Price History
OZEM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| OAK FAMILY ADVISORS, LLC | New Position | +58K | +$2.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +36K | +$1.0B |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | New Position | +11K | +$359.0M |
| NATIONAL BANK OF CANADA /FI/ | Increased | +11K | +$707K |
| CWM, LLC | New Position | +303 | +$10K |
| Physician Wealth Advisors, Inc. | New Position | +40 | +$1K |
| ROYAL BANK OF CANADA | New Position | +240 | +$0 |
| HOLLENCREST CAPITAL MANAGEMENT | New Position | +136 | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +75 | +$-32.8M |
OZEM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -5K | -$617.9M |
| UBS Group AG | Decreased | -10K | -$231.0M |
| Parallel Advisors, LLC | Closed Position | -10 | -$273K |
| SIMPLEX TRADING, LLC | Closed Position | -3K | -$0 |
| Triumph Capital Management | Decreased | -1 | -$-16K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OAK FAMILY ADVISORS, LLC | 57,601 | $2.0B | 0.54% | Share |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 35,768 | $1.0B | 0.00% | Share |
| 3 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 10,531 | $359.0M | 0.04% | Share |
| 4 | UBS Group AG | 2,983 | $101.0M | 0.00% | Share |
| 5 | UBS Group AG | 2,300 | $78.0M | 0.00% | Share |
| 6 | NATIONAL BANK OF CANADA /FI/ | 95,587 | $3.0M | 0.00% | Share |
| 7 | Triumph Capital Management | 35 | $1.0M | 0.00% | Share |
| 8 | CWM, LLC | 303 | $10K | 0.00% | Share |
| 9 | Physician Wealth Advisors, Inc. | 40 | $1K | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 1,272 | $0 | 0.00% | Share |
| 11 | ROYAL BANK OF CANADA | 240 | $0 | 0.00% | Share |
| 12 | Farther Finance Advisors, LLC | 0 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 15 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 1,039 | $0 | 0.00% | Share |
| 15 | Kestra Advisory Services, LLC | 2,000 | $0 | 0.00% | Share |
| 16 | Rockefeller Capital Management L.P. | 500 | $0 | 0.00% | Share |
| 17 | HOLLENCREST CAPITAL MANAGEMENT | 136 | $0 | 0.00% | Share |
| 18 | JANE STREET GROUP, LLC | 17,285 | $0 | 0.00% | Share |
OZEM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $3.5B | +6 |
| Q3 2025 | 10 | $1.1B | +0 |
| Q2 2025 | 10 | $2.6B | -6 |
| Q1 2025 | 16 | $5.5B | +0 |
| Q4 2024 | 16 | $5.2B | +6 |
| Q3 2024 | 10 | $1.2T | +3 |
| Q2 2024 | 7 | $2.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold OZEM (Roundhill Investments - GLP-1 & Weight Loss ETF). The largest holder is OAK FAMILY ADVISORS, LLC with $2.0B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own OZEM?
As of Q4 2025, 18 institutional investors report holding OZEM (Roundhill Investments - GLP-1 & Weight Loss ETF) in their 13F filings.
Who is the largest institutional holder of OZEM?
The largest institutional holder of OZEM is OAK FAMILY ADVISORS, LLC with $2.0B in shares.
Is institutional ownership of OZEM increasing or decreasing?
This quarter, 8 institutions opened new positions in OZEM and 2 closed their positions.